First Majestic Silver Corp. has bolstered its production profile and financial strength through the completed acquisition of Gatos Silver, leading to record silver output, enhanced cash flow, and an announced dividend increase. The deal reshapes the investment thesis for the company as its shares trade near CA$30.
Huntington Ingalls Industries (HII) is set to report fourth-quarter earnings before market open on Thursday. Analysts project modest revenue growth, as the defense contractor rides a wave of positive investor sentiment in the aerospace and defense sector.
Opera's strategic partnership with Tether to integrate USDT and Tether Gold into its MiniPay wallet, coupled with a significant upward revision of its 2025 revenue guidance, is positioning the browser company as a serious contender in the emerging markets fintech space. This move underscores a pivot from pure browsing to becoming a gateway for digital asset transactions.
Cardinal Health (CAH) reports fourth-quarter earnings Thursday morning. Analysts project strong revenue growth, but investors are watching for signs of resilience in a mixed healthcare services landscape.
Merck & Co. is reinforcing its core therapeutic pillars through a strategic equity investment in Eikon Therapeutics and a global oncology partnership with Guardant Health, while also spearheading efforts to expand access to Ebola vaccines.
Cameco Corp. reached an unprecedented stock high amid a surge in uranium prices, fueled by recent U.S. policy moves to bolster nuclear energy and domestic fuel supply. The rally underscores how geopolitical and market forces are converging to reshape the nuclear sector's landscape.
Ivanhoe Mines (TSX:IVN) has delivered stellar multi-year returns, but a deep dive into its valuation metrics suggests the current share price may be running ahead of fundamentals. We analyze the numbers and what they mean for investors considering a position now.
Shares of the consumer goods giant have tumbled over 20% this year, but a closer look reveals resilient fundamentals, strong cash flow, and a valuation now in line with historical norms, making a case for patient investors.
Verizon Communications makes a bold strategic pivot, acquiring Frontier's fiber assets for $20 billion, launching a massive share repurchase, and shifting focus from price wars to customer retention under new leadership.
Spectrum Brands (NYSE: SPB) is scheduled to release its fourth-quarter earnings before the market opens on Thursday, with investors watching for signs of a turnaround after recent revenue declines.
GE Vernova (NYSE: GEV) is sharpening its focus on the booming grid modernization sector through a strategic alliance with utility giant Xcel Energy and the full acquisition of Prolec GE, moves that solidify its position in North America's energy transition infrastructure.
Engineered products manufacturer ESCO Technologies (ESE) is poised to release its fourth-quarter financial results after market close on Thursday, with analysts projecting robust year-over-year revenue growth and steady earnings performance.
Amidst a challenging macro environment, Stanley Black & Decker (SWK) is attracting investor attention with a compelling income-generating strategy and a fortified financial foundation. This analysis delves into the bull case, examining the tools giant's cost-cutting drive, resilient brand power, and a derivative play that offers a high-conviction entry point.
Power Integrations (NASDAQ:POWI) is scheduled to release its fourth-quarter financial results after market close on Thursday, with analysts anticipating a slight year-over-year revenue decline. The report comes as the analog semiconductor sector shows investor optimism despite uneven performance among key players.
MasterCraft Boat Holdings prepares to unveil its fourth-quarter financial results, with Wall Street anticipating a return to revenue growth. The report follows a strong prior quarter and comes as peers in the recreational vehicle space post mixed performances.
FirstCash Holdings is set to report quarterly earnings Thursday morning, with Wall Street anticipating double-digit revenue growth. The pawn and personal loan operator's results arrive as the broader financial services sector navigates a turbulent market landscape.
Despite temporary setbacks at the 2025 Kentucky Derby, Churchill Downs Incorporated (NASDAQ: CHDN) presents a compelling investment case. Analysts point to the event's enduring scarcity value, a diversified gaming portfolio, and aggressive share buybacks as catalysts for a potential re-rating, with shares currently seen as undervalued.
Despite a stagnant share price, Hilton Grand Vacations presents a compelling bull case centered on robust recurring cash flows, aggressive share buybacks, and the stabilizing benefits of recent acquisitions. Analysts point to its recession-resistant segments and Hilton brand leverage as key undervalued assets.
General Motors is steering capital back to shareholders with a significant dividend increase and a new buyback program, signaling confidence in its cash flow despite ongoing electric vehicle restructuring. The move places the undervalued automaker firmly on the radar for income investors.
With its dispute system paralyzed and consensus rules stalling progress, the World Trade Organization faces mounting pressure for an overhaul. As ministers prepare to meet in Cameroon, the facilitator of reform talks warns the 166-member body must adapt or risk irrelevance in a world where 72% of trade still flows under its rules.
